KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+16.76%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+18%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
6.9%
Top 10 Holdings %
Top 10 Hldgs %
45.77%
Holding
113
New
24
Increased
37
Reduced
33
Closed
8
Top Buys
| 1 |
Celsius Holdings
CELH
|
$7.1M |
| 2 |
SoFi Technologies
SOFI
|
$2.96M |
| 3 |
Tesla
TSLA
|
$2.51M |
| 4 |
Boeing
BA
|
$2.36M |
| 5 |
JPMorgan Chase
JPM
|
$2.03M |
Top Sells
| 1 |
Alibaba
BABA
|
$2.8M |
| 2 |
MPLX
MPLX
|
$1.82M |
| 3 |
NVIDIA
NVDA
|
$1.58M |
| 4 |
Goldman Sachs
GS
|
$1.56M |
| 5 |
Baidu
BIDU
|
$1.39M |
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Communication Services | 15.62% |
| 3 | Energy | 12.28% |
| 4 | Consumer Discretionary | 11.87% |
| 5 | Consumer Staples | 9.43% |
